Gerry Anthony Polcari
Profile
Prior to joining GW & Wade in 1996, Mr. Polcari was a Tax Consultant in the Boston office of Price Waterhouse.
He went on to establish his own tax and financial counseling practice, providing tax and investment services for individuals and corporate clients.
He is admitted to practice law in Massachusetts and the United States Tax Court.
Mr. Polcari earned his B.S.
in Finance from Georgetown University, J.D.
from Suffolk University Law School, and LL.M.
in Taxation from Boston University School of Law.
He is a Registered Investment Advisor and a NASD Registered Securities Representative.
Former positions of Gerry Anthony Polcari
| Companies | Position | End |
|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Portfolio Manager-Equities | 27/10/2010 |
Training of Gerry Anthony Polcari
| Georgetown University | Undergraduate Degree |
| Suffolk University | Graduate Degree |
| Boston University School of Law | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
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